AGF Logo
  • Home
  • Industry and Expert Views
  • Investing and Market Views
  • Capitol Insights
  • Français
  • AGF.com
Skip to content
AGF logo
Insights and Market Perspectives
  • Investing and Market Views
  • Capitol Insights
  • Contributors
  • Français
  • Search
Search
Close
Semiconductor Stocks at a Crossroads 

  • Investing and Market Views

For Print Only Logo
Insights and Market Perspectives

Semiconductor Stocks at a Crossroads 

Author: Grace Huang

April 3, 2025

AGF Investments Senior Analyst Grace Huang discusses the pros and cons of investing in semiconductor stocks.

About AGF Management Limited

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth.

AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 800,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

For further information, please visit AGF.com.

© 2026 AGF Management Limited. All rights reserved.

Written by

Grace Huang

Grace Huang, MBA, CFA

Senior Analyst

AGF Investments Inc.

More from Grace Huang

  • Investing and Market Views

Has the Semiconductor Cycle Peaked? 

October 25, 2024

  • Investing and Market Views

Why Japan May Be the Next Semiconductor Powerhouse

August 8, 2024

Get perspectives straight to your inbox.

Subscribe now

More articles like this

The Impact of Advancing AI Innovations on the Alternative Asset Manager Sector

  • Investing and Market Views

The Impact of Advancing AI Innovations on the Alternative Asset Manager Sector

Rasib Bhanji | February 17, 2026

Anthropic, a privately owned artificial intelligence (AI) firm, sent shockwaves through equity markets earlier this month when it released new, industry-specific AI tools and debuted the latest upgrade of its AI model, known as Claude Opus 4.6.

Why the Real Assets Boom Still has Room to Run  

  • Investing and Market Views

Why the Real Assets Boom Still has Room to Run  

Richard Fisher | February 17, 2026

Since last April’s “Liberation Day” tariff tantrum, the resilience of real assets, especially commodities, has been nothing short of impressive.

Understanding Sequence Risk (And Why it Matters to Investors)

  • Investing and Market Views

Understanding Sequence Risk (And Why it Matters to Investors)

Bill DeRoche | February 13, 2026

Differing rates of return can impact the value of a portfolio over time, but taking steps to reduce the probability and magnitude of major drawdowns through less volatile strategies or by allocating to “hedging’ investments that are uncorrelated to traditional stocks and bonds may help mitigate the risk of return variability.

AGF Logo
  • Investing and Market Views
  • Capitol Insights

Follow AGF

© 2026 AGF Management Limited. All rights reserved.

  • Terms & Conditions
  • Privacy
  • AGF.com